salesforce, for example, co-founder marc benioff, who has pledged $10 million, $5 million last year and another $5 million in 2025 to support the program. in our first two years, we also invested in improvements to our rural spectrum on neighboring islands, especially on big island, hawaii, maui and kauai. our nursing facilities needed an update. for the next two years, we have requested $25 million for the keau -- kea' au outpatient center for the construction of urgent care, primary care, specialty care imaging centers, and a behavioral health center, and over $44 million for improvements to hhsc facilities, including the renovation of kona emergency department. and we requested $27 million for additional hawaii state hospital beds to address the psychiatric beds for mental health. it will help families get care they need. in the last two years we dedicated more state and federal funds to raising medicaid rates which was a smart move with the legislature because it basically had a dollar for dollar match from the federal government. and this will help the 450,000 who have medicaid and

charles: it's so funny because early last year the stock was down 14%, there was talk of even marc benioffng. explain why this is so amazing. we can see where the stock turned around last year. >> yeah. i think this is going to be the next thing in a.i. it makes decisions instead of humans, so they're going to use it for customer service, for sales engagement, and now their operations they're going to -- they're creating a.i. agents, they're going to deploy them among different assistants. anded today they had an announcement, that's why the stock is down today, that there's going to be miss washington is going to handle the role of coo. so the market didn't like it, but this is an example of a company, they're streamlining operations. it's automating, it's cutting costs. in fact, they laid off 1,000 employees. i'm not saying it's a good thing, but the company from a fundamental business there -- are dropping, their margin increased 10 times in the last 3 years -- charles: strong cash flow -- >> strong cash flow, widening margins. charles: so you'd be buying this weakness. >> yeah, we are.

we've seen it with elon musk, with marc benioff. there are ceos a this somehow convince wall street that things are going to be okay. >> right. but they end up pulling through, right? this one was so excited, got caught up in the bitcoin and the a.i. and the computer and all that stuff that if they had taken it to prices that were unsustainable. we saw the crash and now we see this. yet the street wants a comeback or investors want to come back and give them another chance. makes no sense the me. charles: before i start talking about a.i., because that's the theme, individual a.i. to moving beyond picks and shovels. quickly let me get your thoughts because we saw the cpi number both on core and headline come in i aide of -- ahead of expectations. >> i've been saying i think the problem this year is going to be the inflation. not out of control like it was, but i wouldn't be surprised if we get back up to the 3, 4, 5% range which is kind of where we're going. the cpi hadn't caught up. tomorrow we're going to get another ppi report. l

and the great tech bear market of 2022, something very similar happened with marc benioff, the bankableduring the depths of the great recession. there's another important charitable trust name from pretty much the get go, he explained. his cloud software company would be fine and we should just. well, he just said it's going to be the future of the industry that he said there had been no real slowdown at all in his business, even though there was slowing everywhere else. he was right. and if you listen to him, you made a killing. more important, if management tells you something is wrong, oh, then you got to take the person extra seriously. specifically, whenever a company announces a shortfall, you need to wait at least 30 days before you even think about buying a stock, especially if they give you a pre-announcement. a lot of people are tempted to buy these negative preannouncement names as they're pummeling. you know, they're getting pummeled on bad news. they figured, hey, bad news must be out already. wrong. in practice, i found that other than some rare exceptions, the opposite is

this comes, however, after ceo marc benioff discussed his company's shifting landscape in davos lastith our own andrew ross sorkin, this. >> is the first year in the history of salesforce. after 25. >> years, i. >> will not. >> hire any. >> net new software engineers. >> not one, new not one. >> and the reason why is it's not because. >> i'm not. >> going to write a huge amount of new products. it's because. >> our software. engineers are incredibly productive. >> they are by 30 to. >> 50% more. >> productive than. >> they were. >> 18 months ago. >> so this technology. >> the agent technology, again, is making. >> our engineers. >> more productive, our. support engineers more productive, our. salespeople more productive. >> our. >> marketers more productive. >> that is the. >> promise, the opportunity. >> to redefine. >> our companies. >> news alert now on scaling ai. axios is reporting its founder and ceo, alexander wang, will be in washington today and tomorrow to meet with lawmakers and trump administration officials. the report says that wang will discuss china's ai threat to the

i said, oh my god, marc benioff is going to do so well, i think just stay in the stock and if it gets hit, i would buy more. that's how much i believe in their aging force. it's terrific. and thank you for the call. how about lindsay in my home state of new jersey? lindsay. >> hey. how are you doing, mr. cramer? >> first time caller. >> i've been. >> following you since. >> my financial. >> class back in 97. >> i love. oh, my god, i've really been around. wow. well, let's go to work. >> hey, man. >> just wanted to know. >> what's. >> your thoughts. >> on on marriott. >> and are they the top dog when. >> it. >> comes to lodging and hotels? >> they are. and i don't even mind that. the stock is three points off its high. you buy some and then you let it go down. it is at 30 times earnings. that is a high multiple for marriott, but the travel thesis is so strong you don't know when you're going to get in but you buy some. you don't buy all of it right now. you buy some. that's the prudent way to do it. all right. listen to me, people. nothing's foolproof. but some stocks are more teflon t

ceo marc benioff expected to provide an update on just how much money fox is bringing in. that crm report comes in on wednesday. intel actually a winner for the week. scott on a report that it may split may partner with tsmc and broadcom. so shares are outperforming this week. elsewhere big tech just a larger cap. names that hold up better than the pack. apple mostly flat for the week and in focus today after removing its advanced data protection feature in the u.k, names like nvidia keeping weekly losses to a minimum around 2.5% ahead of earnings wednesday. investors will be looking to ceo jensen wong for commentary on the supply of its latest chip, the impact of tariff tariffs and, of course, any fallout from last week's last month's deep sea news. hard to believe it was a month ago, scott. >> yeah. no, it perfect set up for us. seema. thanks so much. seema mody staying with nvidia now earnings obviously front and center next week. the latest checkup on the strength of the ai trade. for more on what to expect and what the current landscape actually looks like right now,